Marsh & McLennan Companies, Inc.

MRSH

Exchange: NYSE
Industry: Insurance Agents, Brokers & Service
SEC CIK: 0000062709

SEC filings (opens in a new tab)

In the last 90 days, Marsh & McLennan Companies, Inc. insiders filed 0 open-market purchases and 6 sales; 1,506 institutions reported holding it in 13F filings for Q2 2026, worth $73.1B in total; superinvestors Harris Associates (Oakmark) and Markel Group hold it.

13F holders, Q3 2026

Institutional positions in Marsh & McLennan Companies, Inc. as of Sep 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders: 16; 0 vs. Q2 2026
Shares held: 47.8K; −50.8K (−51.5%) vs. Q2 2026
Total value: $8.16M; −$8.27M (−50.3%) vs. Q2 2026
New holders: 0; 3 more added
Sold out: 0; 8 more reduced

1,490 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2026: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting MRSH on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holders

Value held

Institutions holding MRSH and their total value by quarter
Quarter	Holders	Value
Q2 2026	1,506	$73.1B
Q1 2026	1,548	$76.1B
Q4 2025	1,594	$80.9B
Q3 2025	1,576	$87.2B
Q2 2025	1,610	$97.3B
Q1 2025	1,627	$108.0B
Q4 2024	1,578	$94.2B
Q3 2024	1,531	$97.1B
Q2 2024	1,476	$92.3B
Q1 2024	1,444	$89.9B
Q4 2023	1,376	$82.4B
Q3 2023	1,294	$82.0B
Q2 2023	1,258	$81.5B
Q1 2023	1,228	$72.1B
Q4 2022	1,223	$72.3B
Q3 2022	1,159	$65.5B
Q2 2022	1,150	$68.6B
Q1 2022	1,151	$75.2B
Q4 2021	1,170	$77.6B
Q3 2021	1,078	$68.0B
Q2 2021	1,007	$63.6B
Q1 2021	979	$54.7B

Institutions, Q3 2026

Shares, value and share of portfolio for each institution holding Marsh & McLennan Companies, Inc.; share changes are against Q2 2026.

Institutions holding MRSH in Q3 2026
Institution	Shares	Value	% of portfolio	Change in shares	Action
Expressive Wealth LLC	–	–	–	–	Not filed
Verity & Verity, LLC	–	–	–	–	Not filed
CKW Financial Group	–	–	–	–	Not filed
Harbour Investments, Inc.	–	–	–	–	Not filed
Riversedge Advisors, LLC	–	–	–	–	Not filed
McElhenny Sheffield Capital Management, LLC	–	–	–	–	Not filed
Federated Hermes, Inc.	–	–	–	–	Not filed
Defiance ETFs, LLC	–	–	–	–	Not filed
Eads & Heald Wealth Management	–	–	–	–	Not filed
Hutchinson Capital Management	–	–	–	–	Not filed
Wallace Capital Management Inc.	–	–	–	–	Not filed
S&CO Inc	–	–	–	–	Not filed
CWA Asset Management Group, LLC	–	–	–	–	Not filed
Parsons Capital Management Inc	–	–	–	–	Not filed
Baader Bank INC	–	–	–	–	Not filed
Atala Financial Inc	–	–	–	–	Not filed
MQS Management LLC	–	–	–	–	Not filed
Ignite Planners, LLC	–	–	–	–	Not filed
Farringdon Capital, Ltd.	–	–	–	–	Not filed
Private Wealth Asset Management, LLC	–	–	–	–	Not filed
Annex Advisory Services, LLC	–	–	–	–	Not filed
GEM Asset Management, LLC	–	–	–	–	Not filed
Vantus Wealth LLC	–	–	–	–	Not filed
Argentarii, LLC	–	–	–	–	Not filed
Carlson Capital L P	–	–	–	–	Not filed
Caerus Investment Advisors, LLC	–	–	–	–	Not filed
Verition Fund Management LLC	–	–	–	–	Not filed
Alta Advisers Ltd	–	–	–	–	Not filed
Mosley Wealth Management	–	–	–	–	Not filed
Stockman Wealth Management, Inc.	–	–	–	–	Not filed
IHT Wealth Management, LLC	–	–	–	–	Not filed
Heritage Wealth Management, Inc.	–	–	–	–	Not filed
EJMK Ventures LLC	–	–	–	–	Not filed
MASTERINVEST Kapitalanlage GmbH	–	–	–	–	Not filed
Umb Bank N A	–	–	–	–	Not filed
LeClair Wealth Partners LLC	–	–	–	–	Not filed
Stevens Capital Management LP	–	–	–	–	Not filed
Financial Management Professionals, Inc.	–	–	–	–	Not filed
Cornerstone Advisory, LLC	–	–	–	–	Not filed
Blueshift Asset Management, LLC	–	–	–	–	Not filed
Dillon & Associates Inc	–	–	–	–	Not filed
Venator Management LLC	–	–	–	–	Not filed
New Hampshire Trust	–	–	–	–	Not filed
Sigma Planning Corp	–	–	–	–	Not filed
Northstar Financial Companies, Inc.	–	–	–	–	Not filed
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	–	–	–	–	Not filed
Loring Wolcott & Coolidge Fiduciary Advisors LLP	–	–	–	–	Not filed
Talisman Wealth Advisors LLC	–	–	–	–	Not filed
Summit Asset Management, LLC	–	–	–	–	Not filed
Prairie Wealth Advisors, Inc.	–	–	–	–	Not filed
Nicolet Bankshares Inc	–	–	–	–	Not filed
E Fund Management Co., Ltd.	–	–	–	–	Not filed
Moors & Cabot, Inc.	–	–	–	–	Not filed
Boothbay Fund Management, LLC	–	–	–	–	Not filed
Tempo Wealth, LLC	–	–	–	–	Not filed
Aspiriant, LLC	–	–	–	–	Not filed
Fukoku Mutual Life Insurance Co	–	–	–	–	Not filed
Tower Bridge Advisors	–	–	–	–	Not filed
Catalyst Financial Partners LLC	–	–	–	–	Not filed
SHP Wealth Management	–	–	–	–	Not filed
Stokes Family Office, LLC	–	–	–	–	Not filed
Abner Herrman & Brock LLC	–	–	–	–	Not filed
Clarkston Capital Partners, LLC	–	–	–	–	Not filed
Sava Infond d.o.o.	–	–	–	–	Not filed
Meridian Wealth Advisors, LLC	–	–	–	–	Not filed
Generali Investments CEE, investicni spolecnost, a.s.	–	–	–	–	Not filed
Inscription Capital, LLC	–	–	–	–	Not filed
Dynamic Advisor Solutions LLC	–	–	–	–	Not filed
Main Street Financial Solutions, LLC	–	–	–	–	Not filed
Investment Partners, Ltd.	–	–	–	–	Not filed
Hudson Portfolio Management LLC	–	–	–	–	Not filed
Financial Advisory Service, Inc.	–	–	–	–	Not filed
Engineers Gate Manager LP	–	–	–	–	Not filed
Modern Wealth Management, LLC	–	–	–	–	Not filed
Waldron Private Wealth LLC	–	–	–	–	Not filed
Evernest Financial Advisors, LLC	–	–	–	–	Not filed
Gladstone Institutional Advisory LLC	–	–	–	–	Not filed
Gratus Wealth Advisors, LLC	–	–	–	–	Not filed
MBL Wealth, LLC	–	–	–	–	Not filed
Baron Wealth Management LLC	–	–	–	–	Not filed
Clear Creek Financial Management, LLC	–	–	–	–	Not filed
Hall Laurie J Trustee	–	–	–	–	Not filed
Mark Sheptoff Financial Planning, LLC	–	–	–	–	Not filed
Palisades Hudson Asset Management, L.P.	–	–	–	–	Not filed
J.W. Cole Advisors, Inc.	–	–	–	–	Not filed
Knightsbridge Asset Management, LLC	–	–	–	–	Not filed
Stonebridge Financial Group, LLC	–	–	–	–	Not filed
Intellectus Partners, LLC	–	–	–	–	Not filed
Guardian Wealth Advisors, LLC	–	–	–	–	Not filed
Optas, LLC	–	–	–	–	Not filed
True North Advisors, LLC	–	–	–	–	Not filed
TFR Capital, LLC.	–	–	–	–	Not filed
1015 Capital Partners, LLC	–	–	–	–	Not filed
NBC Securities, Inc.	–	–	–	–	Not filed
Ariston Services Group	–	–	–	–	Not filed
Cornerstone Wealth Group, LLC	–	–	–	–	Not filed
GTS Securities LLC	–	–	–	–	Not filed
SeaCrest Wealth Management, LLC	–	–	–	–	Not filed
Curated Wealth Partners LLC	–	–	–	–	Not filed
Fayez Sarofim & Co	–	–	–	–	Not filed